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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,487 | $157,829-82.0% | $136,867-79.2% | $198,609-85.7% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 20.47% | 51.25%-30.8pp | 42.97%-22.5pp | 202.70%-182.2pp |
| Employer contribution / active EE | $2,409 | $3,923-38.6% | $3,547-32.1% | $5,055-52.4% |
| Participant deferral / active EE | $3,010 | $5,463-44.9% | $4,924-38.9% | $6,977-56.9% |
| Admin fee / account holder | $190 | $11,107-98.3% | $10,340-98.2% | $19,030-99.0% |